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Smallcase Technologies

Smallcase is India's leading thematic investing platform that allows retail investors to invest in baskets of stocks/ETFs curated around themes, strategies, and market ideas. Partners with 40+ Indian brokers including Zerodha, HDFC Securities, and ICICI Direct.

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Reputation & Trust

2 reviews

Overview

Pricing Model
per-trade
Founded
2015

Products & Services

smallcase Platform (Free smallcases)

platform

Access to free curated portfolios of stocks and ETFs with transparent holdings and weights

$100 / per-transaction Free tier available Free smallcases with Rs 100 transaction fee (capped at 1.5%)
  • Thematic portfolios
  • Strategy-based investing
  • SIP support
  • Free rebalancing
Learn more

smallcase Premium (Fee-based smallcases)

platform

Subscription-based premium portfolios managed by SEBI-registered advisors with active rebalancing

Manager-set subscription fees (monthly/quarterly/annual)
  • SEBI-registered manager research
  • Active portfolio rebalancing
  • Premium stock picks
Learn more

smallcase Gateway (B2B)

b2b

API infrastructure for brokers and advisors to offer smallcase investing to their clients

  • Broker integration API
  • White-label solutions
  • Publisher tools
Learn more

Company Information

Legal Name
Smallcase Technologies Private Limited
Headquarters
Bangalore, IN
Team Size
350+
Primary Timezone
Asia/Kolkata

Founding

Founded
2015
Background
Three IIT Kharagpur graduates founded smallcase in July 2015

Competitive Analysis

Proposition: Curated stock/ETF portfolios by SEBI-registered managers accessible through partner brokers

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